Laird Norton Wetherby Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio SUSA Stock Details SUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-21,106	Closed	-$1.9M	–	973
2023 Q3	$1.9M	Hold	21,106	–	–	0.11%	193
2023 Q2	$1.98M	Hold	21,106	–	–	0.11%	191
2023 Q1	$1.85M	Sell	21,106 -14,449	-41%	-$1.24M	0.11%	205
2022 Q4	$2.93M	Buy	35,555 +14,449	+68%	+$1.19M	0.19%	117
2022 Q3	$1.6M	Hold	21,106	–	–	0.11%	187
2022 Q2	$1.7M	Hold	21,106	–	–	0.12%	178
2022 Q1	$2.04M	Hold	21,106	–	–	0.12%	165
2021 Q4	$2.24M	Buy	21,106 +560	+3%	+$57.6K	0.13%	151
2021 Q3	$1.97M	Hold	20,546	–	–	0.12%	159
2021 Q2	$1.96M	Buy	+20,546	New	+$1.9M	0.12%	162
2021 Q1	–	Sell	-20,546	Closed	-$1.69M	–	887
2020 Q4	$1.69M	Buy	+20,546	New	+$1.61M	0.11%	174

Other funds holding SUSA

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's SUSA Position: Q4 2023 in Review

Laird Norton Wetherby Wealth Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2023, closing a stake of 21,106 shares — an estimated $1.9M sold.

Laird Norton Wetherby Wealth Management first reported a position in SUSA in Q4 2020 and held it in 11 quarters. The position peaked at $2.93M in Q4 2022. 453 funds tracked by Wall St. Rank hold SUSA as of Q4 2023.

Laird Norton Wetherby Wealth Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2023 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 21,106 iShares ESG Optimized MSCI USA ETF shares in Q4 2023, an estimated $1.9M.
Laird Norton Wetherby Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and held it in 11 quarters.
Laird Norton Wetherby Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $2.93M in Q4 2022.
453 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.